World Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.17M | Sell |
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|
2021
Q2 | $2.48M | Sell |
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|
2021
Q1 | $2.45M | Sell |
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|
2020
Q4 | $2M | Buy |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $1.56M | Sell |
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|
2019
Q4 | $3.62M | Sell |
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|
2019
Q3 | $3.21M | Sell |
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|
2019
Q2 | $3.1M | Sell |
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|
2019
Q1 | $3.42M | Buy |
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|
2018
Q4 | $3.29M | Sell |
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|
2018
Q3 | $4.03M | Sell |
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|
2018
Q2 | $4.21M | Buy |
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|
2018
Q1 | $4.08M | Sell |
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|
2017
Q4 | $5.38M | Sell |
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|
2017
Q3 | $4.94M | Sell |
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|
2017
Q2 | $4.98M | Sell |
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|
2017
Q1 | $5.32M | Buy |
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|
2016
Q4 | $4.36M | Sell |
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|
2016
Q3 | $3.77M | Buy |
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|
2016
Q2 | $2.97M | Buy |
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|
2016
Q1 | $3.25M | Sell |
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|
2015
Q4 | $4.25M | Buy |
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|
2015
Q3 | $3.54M | Buy |
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|
2015
Q2 | $3.86M | Sell |
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|
2015
Q1 | $3.97M | Sell |
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|
2014
Q4 | $3.95M | Sell |
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|
2014
Q3 | $4.69M | Buy |
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|
2014
Q2 | $4.14M | Sell |
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|
2014
Q1 | $4.29M | Sell |
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|
2013
Q4 | $4.61M | Sell |
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|
2013
Q3 | $4.37M | Sell |
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|
2013
Q2 | $4.7M | Buy |
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